Interactive Brokers Group, Inc.
IBKR- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001381197
In the last 90 days, Interactive Brokers Group, Inc. insiders filed 2 open-market purchases and 0 sales; 1,119 institutions reported holding it in 13F filings for Q2 2026, worth $33.7B in total; 3 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.
13F holders, Q1 2026
Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,001
- +35 vs. Q4 2025
- Shares held
- 379.4M
- +55.1M (+17.0%) vs. Q4 2025
- Total value
- $25.4B
- +$4.56B (+21.8%) vs. Q4 2025
- New holders
- 138
- 404 more added
- Sold out
- 103
- 328 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBKR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,119 | $33.7B |
| Q1 2026 | 1,001 | $25.4B |
| Q4 2025 | 980 | $24.7B |
| Q3 2025 | 913 | $26.1B |
| Q2 2025 | 802 | $20.9B |
| Q1 2025 | 746 | $15.7B |
| Q4 2024 | 710 | $16.6B |
| Q3 2024 | 587 | $12.9B |
| Q2 2024 | 548 | $11.4B |
| Q1 2024 | 494 | $10.6B |
| Q4 2023 | 456 | $7.72B |
| Q3 2023 | 436 | $8.08B |
| Q2 2023 | 424 | $7.61B |
| Q1 2023 | 433 | $7.58B |
| Q4 2022 | 402 | $6.67B |
| Q3 2022 | 339 | $5.90B |
| Q2 2022 | 345 | $4.78B |
| Q1 2022 | 347 | $5.73B |
| Q4 2021 | 339 | $6.80B |
| Q3 2021 | 309 | $5.12B |
| Q2 2021 | 319 | $5.28B |
| Q1 2021 | 320 | $5.79B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 57,096 | $3.83M | 0.00% | +10,798+23.3% | Added |
| EULAV Asset Management | 57,160 | $3.83M | 0.12% | −6,999−10.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 57,680 | $3.87M | 0.04% | −382−0.7% | Reduced |
| Cresset Asset Management, LLC | 57,932 | $3.89M | 0.02% | +1,443+2.6% | Added |
| Nissay Asset Management Corp | 57,944 | $3.89M | 0.02% | +554+1.0% | Added |
| Hedeker Wealth, LLC | 58,041 | $3.89M | 0.82% | +29,688+104.7% | Added |
| Crossmark Global Holdings, Inc. | 59,340 | $3.98M | 0.06% | +14,133+31.3% | Added |
| Numerai GP LLC | 60,446 | $4.05M | 0.41% | +44,954+290.2% | Added |
| Susquehanna Fundamental Investments, LLC | 60,524 | $4.06M | 0.15% | +60,524 | New |
| British Columbia Investment Management Corp | 61,390 | $4.12M | 0.02% | −17,471−22.2% | Reduced |
| UniSuper Management Pty Ltd | 61,532 | $4.13M | 0.03% | +14,066+29.6% | Added |
| Point72 Asset Management, L.P. | 61,692 | $4.14M | 0.01% | +61,692 | New |
| New York Life Investment Management LLC | 62,023 | $4.16M | 0.04% | +801+1.3% | Added |
| MML Investors Services, LLC | 62,039 | $4.16M | 0.01% | +13,188+27.0% | Added |
| Rakuten Investment Management, Inc. | 66,096 | $4.21M | 0.01% | +7,514+12.8% | Added |
| S&CO Inc | 63,080 | $4.23M | 0.26% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 63,224 | $4.24M | 0.02% | +14,709+30.3% | Added |
| Stanley-Laman Group, Ltd. | 64,020 | $4.29M | 0.53% | +1,393+2.2% | Added |
| Dutch Asset Corp | 65,098 | $4.37M | 2.93% | +11,852+22.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 65,834 | $4.42M | 0.08% | +65,834 | New |
| Fulcrum Asset Management LLP | 69,413 | $4.42M | 0.67% | +5,276+8.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 66,192 | $4.44M | 0.04% | +261+0.4% | Added |
| SummitTX Capital, L.P. | 66,531 | $4.46M | 0.14% | +60,439+992.1% | Added |
| Vinva Investment Management Ltd | 71,241 | $4.54M | 0.06% | −6,030−7.8% | Reduced |
| TCW Group Inc | 68,240 | $4.58M | 0.03% | +8,704+14.6% | Added |
| Toroso Investments, LLC | 69,315 | $4.59M | 0.01% | +11,047+19.0% | Added |
| Gator Capital Management, LLC | 68,800 | $4.61M | 0.98% | +28,000+68.6% | Added |
| Utah Retirement Systems | 69,621 | $4.67M | 0.05% | −1,157−1.6% | Reduced |
| CSM Advisors, LLC | 69,834 | $4.68M | 0.12% | +69,834 | New |
| Boothbay Fund Management, LLC | 69,876 | $4.69M | 0.11% | +69,876 | New |
| Wiley Bros.-Aintree Capital, LLC | 70,066 | $4.71M | 0.02% | +6,613+10.4% | Added |
| Brinker Capital Investments, LLC | 70,556 | $4.73M | 0.04% | +7,386+11.7% | Added |
| Epacria Capital Partners, LLC | 72,000 | $4.83M | 3.74% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 72,337 | $4.85M | 0.02% | −416,603−85.2% | Reduced |
| Creative Planning | 73,431 | $4.93M | 0.00% | +19,134+35.2% | Added |
| Ambassador Advisors, LLC | 74,113 | $4.97M | 0.75% | +2,040+2.8% | Added |
| Sanctuary Advisors, LLC | 74,205 | $4.98M | 0.03% | +317+0.4% | Added |
| Xponance, Inc. | 76,037 | $5.10M | 0.04% | +10,282+15.6% | Added |
| Voya Investment Management LLC | 76,353 | $5.12M | 0.01% | −89,285−53.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 76,456 | $5.13M | 0.03% | +10,127+15.3% | Added |
| Davidson Capital Management Inc. | 76,513 | $5.13M | 0.93% | +53,548+233.2% | Added |
| Erste Asset Management GmbH | 81,000 | $5.20M | 0.05% | +4,500+5.9% | Added |
| USS Investment Management Ltd | 78,392 | $5.26M | 0.02% | +2,363+3.1% | Added |
| Nordea Investment Management AB | 81,137 | $5.26M | 0.00% | +21,553+36.2% | Added |
| Resources Investment Advisors, LLC. | 82,250 | $5.52M | 0.05% | −13,755−14.3% | Reduced |
| Janus Henderson Group PLC | 85,766 | $5.75M | 0.00% | +6,274+7.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 87,066 | $5.84M | 0.02% | +14,035+19.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 88,517 | $5.94M | 0.06% | −4,045−4.4% | Reduced |
| QRG Capital Management, Inc. | 88,799 | $5.96M | 0.06% | +62,711+240.4% | Added |
| Amalgamated Bank | 90,334 | $6.06M | 0.05% | +3,037+3.5% | Added |
| Militia Capital Management LLC | 91,000 | $6.10M | 1.37% | +91,000 | New |
| DnB Asset Management AS | 91,003 | $6.10M | 0.02% | +7,877+9.5% | Added |
| ExodusPoint Capital Management, LP | 91,501 | $6.14M | 0.06% | +91,501 | New |
| STRS Ohio | 91,511 | $6.14M | 0.02% | −5,664−5.8% | Reduced |
| Quinn Opportunity Partners LLC | 92,000 | $6.17M | 0.32% | 00.0% | Unchanged |
| Atria Investments LLC | 92,665 | $6.22M | 0.07% | +14,250+18.2% | Added |
| Dorsey Wright & Associates | 93,675 | $6.28M | 0.78% | +93,675 | New |
| IFM Investors Pty Ltd | 94,196 | $6.32M | 0.05% | +5,589+6.3% | Added |
| Retirement Systems of Alabama | 94,576 | $6.34M | 0.02% | −167−0.2% | Reduced |
| Daiwa Securities Group Inc. | 95,312 | $6.39M | 0.02% | +4,384+4.8% | Added |
| Vident Advisory, LLC | 95,824 | $6.43M | 0.05% | +30,666+47.1% | Added |
| Franklin Resources Inc | 98,437 | $6.60M | 0.00% | +11,744+13.5% | Added |
| Mn Services Vermogensbeheer B.V. | 98,519 | $6.61M | 0.04% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 99,991 | $6.71M | 0.01% | +99,991 | New |
| CIBC World Markets Inc. | 103,106 | $6.92M | 0.01% | −36,329−26.1% | Reduced |
| Firetrail Investments Pty Ltd | 103,259 | $6.93M | 2.36% | +5,033+5.1% | Added |
| Emmett Investment Management, LP | 102,190 | $6.94M | 5.31% | −9,950−8.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,744 | $6.96M | 0.04% | +150+0.1% | Added |
| MetLife Investment Management | 104,824 | $7.03M | 0.04% | −2,769−2.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 105,963 | $7.11M | 0.03% | +36,023+51.5% | Added |
| CIBC Asset Management Inc | 106,002 | $7.11M | 0.02% | +1,539+1.5% | Added |
| Transamerica Financial Advisors, Inc. | 107,983 | $7.24M | 0.62% | +106,853+9,456.0% | Added |
| SEB Asset Management AB | 109,043 | $7.31M | 0.03% | +109,043 | New |
| Titan Wealth (CI) Ltd | 109,972 | $7.38M | 3.19% | −1,485−1.3% | Reduced |
| CBOE Vest Financial, LLC | 111,674 | $7.49M | 0.09% | +7,636+7.3% | Added |
| Prescott Group Capital Management, L.L.C. | 111,676 | $7.49M | 0.75% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 112,881 | $7.57M | 0.03% | −29,159−20.5% | Reduced |
| Brevan Howard Capital Management LP | 113,946 | $7.64M | 0.08% | +104,628+1,122.9% | Added |
| Gotham Asset Management, LLC | 114,822 | $7.70M | 0.02% | +1,813+1.6% | Added |
| ProShare Advisors LLC | 115,605 | $7.75M | 0.01% | −5,735−4.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 116,029 | $7.78M | 0.04% | −86−0.1% | Reduced |
| Picton Mahoney Asset Management | 116,270 | $7.80M | 0.08% | −22,080−16.0% | Reduced |
| State of Michigan Retirement System | 116,300 | $7.80M | 0.04% | −300−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 120,620 | $7.80M | 0.02% | +11,280+10.3% | Added |
| AWH Capital, L.P. | 116,380 | $7.81M | 7.09% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 118,302 | $7.87M | 0.01% | +29,416+33.1% | Added |
| Fremen Capital Management LP | 117,674 | $7.89M | 7.31% | +1,021+0.9% | Added |
| Handelsbanken Fonder AB | 118,127 | $7.92M | 0.03% | +1,753+1.5% | Added |
| NewEdge Wealth, LLC | 119,880 | $8.04M | 0.10% | +3,100+2.7% | Added |
| Arizona State Retirement System | 121,016 | $8.12M | 0.05% | −1,269−1.0% | Reduced |
| Czech National Bank | 121,293 | $8.14M | 0.05% | +3,858+3.3% | Added |
| CWA Asset Management Group, LLC | 121,999 | $8.18M | 0.28% | −4,003−3.2% | Reduced |
| Donaldson Capital Management, LLC | 124,896 | $8.38M | 0.27% | +124,896 | New |
| SkyView Investment Advisors, LLC | 126,074 | $8.46M | 1.14% | −15,925−11.2% | Reduced |
| Public Sector Pension Investment Board | 126,806 | $8.50M | 0.03% | −156,629−55.3% | Reduced |
| Natixis | 127,170 | $8.53M | 0.03% | −260,239−67.2% | Reduced |
| Nomura Asset Management International Inc. | 127,579 | $8.56M | 0.01% | −9,529−6.9% | Reduced |
| Commonwealth Equity Services, LLC | 127,601 | $8.56M | 0.01% | +6,408+5.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 130,500 | $8.75M | 0.05% | +34,800+36.4% | Added |
| Vestmark Advisory Solutions, Inc. | 132,530 | $8.89M | 0.10% | +12,417+10.3% | Added |